Costpoint Online Help

Using the Help Search
Using the Help Search
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Assignment Actions

Use the Assignment Actions dialog box to reschedule an assignment date or reassign budgeted hours from one resource to another.

This dialog box also displays the Resource Type, Cost Type, Budget Type, Resource ID, Project ID, Version No, and if the budget is to be committed when the resource is assigned.

The Commit checkbox displays by default as a set up in configuration, but is editable. If the Commit check box is selected then the budgets will also be committed, otherwise a Working version is created.

Use fields on the Reschedule tab and the Reassign tab to change resource assignments.

Reschedule Tab

Use this tab to reschedule the work assignment of a resource.  

Field Description
Source Start Period This section displays the default field values from the header, and the first period of the project budget whether the period has assigned hours or not. The Fiscal Year, Period, and Subpd fields for this period are editable.
Source End Period This period displays the project budget's last period with assigned hours.
Target Start Period This period displays the default field values from the header. The Fiscal Year, Period, and Subpd fields for this period are editable.

If the Target Start Period is earlier than the current budget, the Assignment Range in the header must include the earlier period.

If the Target Start Period is outside the project budget's start and end periods, this message displays, "Error Invalid reschedule start date."

Target End Period This period defaults to the Source End Period but changes when you edit and refresh the Target Start Period, giving the same number of budgeted periods as that in the Source Start to Source End periods.
Note: If the schedule is moved to future periods and the Target End Period goes beyond the budget period, a message displays indicating that the budget hours will be truncated.
Override Existing Hours This checkbox controls whether the rescheduled hours overwrite existing ones or are added to them.

Select the checkbox if you want to override (overwrite) the existing hours in the target budget periods when you reschedule an assignment.

Clear the checkbox to add the rescheduled hours to the existing hours in the target budget periods.

Reschedule Click this button to apply the rescheduled work assignment dates.

Reassign Tab

Use this tab to reassign budgeted hours from one resource to another resource for an entire period or for a specific date range.

Field Description
Reassign Period Choose the type of reassignment period that applies. Options include:
  • Entire Assignment Period: When this option is selected, the values in Fiscal Year, Period, and Subpd default from the header. The Start Date and End Date fields populate automatically based on the default values. None of these fields are editable.
  • Date Range: When this option is selected, the values in Fiscal Year, Period, and Subpd default from the header. These fields are editable. The Start Date and End Date fields populate automatically based on the defaults or on your selected values but are not editable.
Reassign by % Select this option to reassign work hours by percentage. The percentage to be reassigned per period is spread over the assignment period.
Reassign by Hours Select this option to reassign specific number of hours from one resource to another.
Maximum Hours This field displays the number of maximum hours that you can reassign to another resource.
Resource Type Use the drop-down menu to select the resource type. You can reassign hours to another Employee, Generic Staff or Key Entry.
Resource ID Use the lookup to select the Resource ID.
Reassign Click Reassign to take the hours from the original resource and add to the new resource.
Advance Search Use this subtask to display the Advance Search group box where you can search for and add multiple resources using additional search criteria available within Costpoint Planning. When a resource is found, the Add Resource button in Advanced Search group box will update the popup with the Resource Type, Resource ID and Name.  

Currently the Resource Type must be the same as the original Resource Type. For example, Employee to Employee, Vendor Employee to Vendor Employee.

Multiple resource selections from the Advanced Search cannot be used when reassigning.

Current Assignments   Click this subtask to view the new resource’s existing assignments.

Details

The following information display on the grid:

Column Headings Description
Type This column displays the budget type.
ID This column displays the budget ID.
Work Type If the budget is a New Business Budget, this column displays the work type.
Project Name This column displays the name of the project budget.
Source This column displays the source if Budget, New Business or EAC.
Version This column displays the version of the budget.
Status This column displays the status of the budget if working or complete.